CHARITIES AID FOUNDATION UK EQUITRACK FUND
Charity number: 1108291
Charity is a Common Investment Fund
Charity overview
Common Investment Funds (CIFs) are registered charities. They offer other charities a way to invest funds. CIFs report to the Commission under separate annual return regulations and financial information is collected differently for these charities so no financial information will be displayed
Activities - how the charity spends its money
Common Investment Fund
People
1 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- Other Charitable Purposes
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Provides Other Finance
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 24 February 2005: Standard registration
Organisation type:
Other
Other names:
- CAF UK EQUITRACK FUND (Previous name)
- CHARITIES AID FOUNDATION UK EQUITRACK FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Conflicting interests
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Volunteer management
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
1 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| LEGAL & GENERAL (UNIT TRUST MANAGERS) LIMITED | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 30/04/2015 | 30/04/2016 | 30/04/2017 | 30/04/2018 | 30/04/2023 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £20.63m | £20.57m | £16.65m | £13.49m | £5.79k | |
|
|
Total expenditure | £18.73m | £20.53m | £33.00m | £13.19m | £6.12k | |
|
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 30 April 2025 | |||
| Accounts and TAR | 30 April 2025 | |||
| Annual return | 30 April 2024 | |||
| Accounts and TAR | 30 April 2024 | |||
| Annual return | 30 April 2023 | |||
| Accounts and TAR | 30 April 2023 | |||
| Annual return | 30 April 2022 | |||
| Accounts and TAR | 30 April 2022 | |||
| Annual return | 30 April 2021 | |||
| Accounts and TAR | 30 April 2021 |
Submit annual return
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Governing document
Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.
It is not the full text of the charity's governing document.
SCHEME OF THE CHARITY COMMISSION OF 31 JANUARY 2005 AS AMENDED BY SCHEME OF 20 MARCH 2007. SCHEME AMENDED BY SUPPLEMENTAL DEED ON 09/07/2014
Charitable objects
PROVISION OF COMMON INVESTMENT FUND.
Area of benefit
The area the charity can operate in, as set out in its governing document.
NATIONAL
Contact information
- Address:
-
CAF UK EQUITRACK FUND
25 KINGS HILL AVENUE
KINGS HILL
WEST MALLING
KENT
ME19 4TA
- Phone:
- 01732520000
- Email:
- mmorford@cafonline.org
- Website:
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